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Realty Income

1,178 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+34
Holders Change %
+2.97%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
147
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
551
Orion Portfolio Solutions
Nebraska
$882K +$120K +2,220 +16%
BCI
552
Brinker Capital Investments
Pennsylvania
$882K +$120K +2,220 +16%
PP
553
Prosperity Planning
Missouri
$880K
CWM
554
Congress Wealth Management
Massachusetts
$876K +$602K +11,134 +220%
FNT
555
First National Trust
Pennsylvania
$871K -$61.4K -1,135 -7%
SEP
556
Southland Equity Partners
Missouri
$867K +$200K +3,700 +30%
VSQM
557
V-Square Quantitative Management
Illinois
$867K +$8.76K +162 +1%
MPM
558
MBB Public Markets
Illinois
$866K +$866K +16,014 New
PPW
559
Pasadena Private Wealth
California
$861K +$80.1K +1,481 +10%
AWP
560
Ascent Wealth Partners
New York
$855K -$50.4K -931 -6%
FB
561
Fulton Bank
Pennsylvania
$845K -$29.3K -541 -3%
MAV
562
Mason & Associates (Virginia)
Virginia
$842K +$842K +15,561 New
FCMA
563
Foresight Capital Management Advisors
Michigan
$842K +$842K +15,561 New
SIC
564
Samalin Investment Counsel
New York
$842K +$151K +2,790 +22%
IA
565
IFG Advisory
Georgia
$839K -$28.6K -529 -3%
RIA
566
Realta Investment Advisors
Delaware
$838K -$23.2K -429 -3%
LMKC
567
L.M. Kohn & Company
Ohio
$838K +$4.11K +76 +0.5%
D.E. Shaw & Co
568
D.E. Shaw & Co
New York
$833K +$833K +15,400 New
NIM
569
NEOS Investment Management
Connecticut
$831K +$346K +6,391 +71%
IRC
570
Investors Research Corp
Georgia
$827K -$37.1K -686 -4%
MCM
571
Marathon Capital Management
Maryland
$817K +$19.3K +357 +2%
SC
572
Savant Capital
Illinois
$815K +$42K +776 +5%
VF
573
Virtu Financial
New York
$812K -$58.5K -1,082 -7%
IAIM
574
International Assets Investment Management
Florida
$811K +$231K +4,328 +40%
DIM
575
Delta Investment Management
California
$811K +$811K +14,988 New